Family Office Page 1
Focused on you, so you can focus on life
We view family office services as a way to enhance the opportunities and rewards in our clients’ financial lives. Our expertise allows us to help organize, facilitate and make understandable the complexities of wealth ownership. Our experience provides a solid and proven framework for managing investment and other assets to withstand a changing and sometimes volatile marketplace. Importantly, the combination of our expertise and decades of experience has taught us:
What makes families successful at the business of wealth ownership and transition across the generations?
How to help clients apply those lessons to provide a healthy wealth culture and lasting family legacy?
How to guide business owners through a leadership transition or sale, and subsequent management of liquidity.
Our multi-faceted approach
CIBC Family Office meets the needs of ultra high-net worth, multi-generational families, generally with over $50 million or more in assets under management. Our dedicated team leverages a tailored approach to deliver the following—and more.